Senior Investment Solutions Leader - Wealth Management

JPMorgan Chase & Co.; Miami (FL); On-site; USD 120,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Vice President, Investment Product Specialist within J.P. Morgan Wealth Management.

You will present on capital markets and investment solutions, support advisor development, and strengthen client relationships across a multi-region territory. You will serve as a subject matter expert on investment platforms, coordinate with field leadership, and help drive the Wealth Management strategy while traveling to meet 2-3 regions and about 300-400

Qualifications

• In-depth knowledge of investment product offerings (advisory, annuities, insurance, brokerage).
• Must hold Series 7, Series 66, and Insurance Licensing.
• 7+ years of sales experience.
• Strong presentation skills and ability to speak to groups.
• Experience with wholesaling and storytelling to present solutions.
• Ability to collaborate and present with partners.
• Territory management, expense control, and meeting deadlines.
• Willingness to travel overnight.
• Strong messaging across disciplines.

Responsibilities

• Become a Subject Matter Expert to present investment themes, platforms, products and strategies.
• Effectively communicate JPMorgan Wealth Management view and recommendations clearly.
• Cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors).
• Create and coordinate workshops for advisor development.
• Serve as a speaker for Group Meeting Presentations and Zoom office hours.
• Schedule and conduct ~10–15 one-on-one advisor meetings per week to support new business.
• Attend client meetings as the SME on investment solutions and positioning.
• Coordinate with colleagues across disciplines on joint presentations.
• Demonstrate value in pushing divisional goals to target.

Skills

Series 7

Series 66

Insurance Licensing

Sales Experience

Presenting

Wholesaling

Group Presentations

Territory Management

Travel Readiness

Job description

JPMorgan Chase & Co. in the United States is seeking a Vice President, Investment Product Specialist within J.P. Morgan Wealth Management.

You will present on capital markets and investment solutions, support advisor development, and strengthen client relationships across a multi-region territory. You will serve as a subject matter expert on investment platforms, coordinate with field leadership, and help drive the Wealth Management strategy while traveling to meet 2-3 regions and about 300-400